Job Description
• "HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)
Liaising with PB/ Burgundy RM to flag eligible customers form Classic/ Burgundy portfolio
Acquire new customers who meet product criteria
Regular interaction with the customer to build rapport to understand and update the profile.
Enhance the Overall value/book size of the portfolio
Maintain the overall quality / hygiene parameters of the portfolio
Cross selling products of the bank based on the customer need
Joint...
Liaising with PB/ Burgundy RM to flag eligible customers form Classic/ Burgundy portfolio
Acquire new customers who meet product criteria
Regular interaction with the customer to build rapport to understand and update the profile.
Enhance the Overall value/book size of the portfolio
Maintain the overall quality / hygiene parameters of the portfolio
Cross selling products of the bank based on the customer need
Joint...
💡 Quick Summary
Seeking a career-building opportunity? The Burgundy Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Gujarat offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
